Strategic Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.69M | Buy |
8,009
+147
| +2% | +$49.4K | 1.33% | 30 |
|
|
2021
Q3 | $2.22M | Buy |
7,862
+1,738
| +28% | +$490K | 1.15% | 34 |
|
|
2021
Q2 | $1.66M | Buy |
6,124
+5,816
| +1,888% | +$1.58M | 0.9% | 40 |
|
|
2021
Q1 | $73K | Hold |
308
| – | – | 0.04% | 61 |
|
|
2020
Q4 | $69K | Sell |
308
-6
| -2% | -$1.34K | 0.04% | 57 |
|
|
2020
Q3 | $66K | Sell |
314
-300
| -49% | -$63.1K | 0.05% | 57 |
|
|
2020
Q2 | $125K | Buy |
+614
| New | +$125K | 0.12% | 50 |
|